# Samuel McKee

> Samuel McKee is a fee-only financial advisor at Accordant Advisory Group in Annapolis, Maryland. Accordant Advisory Group reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/samuel-mckee/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Accordant Advisory Group
- **Based in:** Annapolis, Maryland
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $278.0M across 471 accounts
- **CRD:** 7394597 (https://adviserinfo.sec.gov/individual/summary/7394597)
- **SEC registration:** Investment adviser representative in MD
- **Exams passed:** Series 65 (2025)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://planaccordingly.com/

## Frequently asked questions

### Is Samuel McKee a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Samuel holds no broker registration, and Accordant Advisory Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Samuel charge for financial advice?

Samuel's firm, Accordant Advisory Group, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Samuel McKee based?

Samuel McKee is based in Annapolis, Maryland.

### Is Samuel McKee registered with the SEC?

Yes. Samuel McKee is registered as an investment adviser representative in MD (CRD 7394597), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Accordant Advisory Group manage?

Accordant Advisory Group reports $278.0M across 471 accounts in assets under management.

### How do I contact Samuel McKee?

Through Samuel's website, planaccordingly.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7394597): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.